Investment Pitch Prep Workbook NY V2 - Familyoffices
INVESTMENT PITCH PREP WORKSHOP NEW YORK - MAY 15th, 2019 An in-depth full-day training workshop to help get into place your full suite of marketing materials, review best practices in this area, avoid top mistakes, and have an advantage over others when it comes to investor relations collateral. LOG IN TO YOUR CHARTER MEMBER PORTAL EXAMPLE: USERNAME: JohnDoe (case sensitive) PASSWORD: Doe (case sensitive) Family Office Club
The Private Club With 1,750 Registered Investors & 25 Live Events a Year #1 Largest Global Association of Registered Family Offices Bestselling Family Office Book Family Office Podcast Most-Visited Family Office Website U.S. Family Office Conference Series 25 Signed Agreements With Families Worth 100M 46 50 out of of the Top 50 Family Offices are Registered as Members of the Family Office Club 421,000 115,000 Email opt-ins Members in the Family Office Club LinkedIn Group 100 Conferences Hosted 1million Members in our 42 LinkedIn Groups Focused on Real Estate, Private Equity, Investment Banking, M&A 25 live events best selling books about family offices MIAMI FAMILY OFFICE BENCHMARK STUDY ON DIRECT INVESTMENTS LONDON SINGAPORE HOW TO LEVERAGE THE FAMILY OFFICE CLUB 500K - 5M Size Investments Industry-Leading U.S. Family Office Conference Series 100M Size Investments Single Family Office Formation, Management, & Portfolio Construction 25M - 100M Size Investments Capital Raising Workshops & Investor Relations Support Solutions 10M - 25M Size Investments Over 350 Recorded Investor Interviews & Accredited Courses 5M - 10M Size Investments Family Office & Institutional Investor Lead Directories 305.503.9077 Clients@FamilyOffices.com www.FamilyOffices.com
INVESTMENT PITCH PREP WORKSHOP Dear Colleague, On behalf of our team at The Family Office Club, I would like to welcome you to our 116th event here in New York for a one-of-a-kind learning experience: The Investment Pitch Prep Workshop. Our Investor Relations Workshop Series are intensive, fast-moving, and collaborative. This format creates an environment where you can build relationships with peers, leave with actionable checklists and priorities at the end of the day. CapitalCon Capital Raising Catalyst Investment Pitch Prep Investor Influence We encourage you, over the next 12-18 months to “Complete the Circle” to transform your investor relations processing and capital raising results. The 4-Step workshop training series includes: Capital Raising Catalyst, Investor Influence, Investment Pitch Prep and CapitalCon. Together these workshops will provide you with dozens of practical investor relations tools, strategies, and models to adopt to your investor type and geographical focus. In addition to the workshops mentioned above we are hosting these investor summits and other workshops throughout the year. Each investor summit features 30 investors on stage and typically 25%-33% of the room at those events is made up of investors as well. PRIVATE INVESTOR SUMMIT May Dallas INVESTOR INFLUENCE June Chicago CAPITAL RAISING CATALYST June Miami CAPITAL CON July New York INVESTOR INFLUENCE July Dallas PRIVATE INVESTOR SUMMIT July San Francisco INVESTMENT PITCH PREP August Miami PRIVATE INVESTOR SUMMIT September New York FAMILY OFFICE FUNDAMENTALS October Miami REAL ESTATE SUMMIT October Dallas FAMILY OFFICE FUNDAMENTALS November Singapore SUPER SUMMIT December Miami Richard C. Wilson Founder & CEO The Family Office Club (305) 503-9077 328 Crandon Blvd. Suite 225, Key Biscayne, FL 33149 INVESTMENT PITCH PREP 3
SPEAKERS INVESTMENT PITCH PREP WORKSHOP Family Office Club Richard C. Wilson Richard C. Wilson is one of the most well-known thought leaders and experts on capital raising and marketing investments to private family office and institutional investors. Richard C. Wilson helps 100M net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families. Richard is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com), along with equity holdings with over 11M a year in combined revenue. Richard's latest book is Capital Raising: A 5-Step System for Raising Capital from Private Investors. For 12 years running, the Family Office Club has been the premier community for more than 1,750 registered family offices, investing 45 billion a year, association in the industry, and the premier family office conference provider. Since 2007, our organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office community. Members of the Family Office Club enjoy quarterly family office conferences, exclusive investor data solutions, and family office training resources for you and your team. Clint Arthur Clint Arthur is “The Guy who gets financial advisors appearances at Harvard” (Wall Street Journal), #1 Bestselling author of What They Teach You at The Wharton Business School, “Media Trainer to the Stars” (HLN), and earns more money from speaking than 99% of National Speakers Association Members. “Steal this Entrepreneur’s Secrets” (FORBES) INVESTMENT PITCH PREP 4
SPONSORS INVESTMENT PITCH PREP WORKSHOP Clint Arthur Clint Arthur delivers 100% Guaranteed Marketing Assets through his unique approach to PR/Publicity/Marketing: 1) Prestige Speaking at HARVARD & NASDAQ 2) Expert Authority Positioning on ABC NBC CBS FOX 3) Celebrity Attachment with major name celebrities 4) Bestselling Author Status. INVESTMENT PITCH PREP 5
INVESTMENT AGENDA PITCH PREP WORKSHOP NEW YORK - MAY 15th, 2019 10:00am - 10:30am Marketing vs. Pitching Materials vs. Positioning 10:30am - 11:00am Articulating Contextual Investment Proposition (CIP) 11:00am -11:45am Pitch Materials Scoring Exercise - each component 11:45am - 12:00pm The Ultimate Catalyst: Become a Celebrity – (It’s not what you think it is!) Clint Arthur, Celebrity Entrepreneur 12:00pm - 1:00pm Lunch & Networking 1:00pm - 1:30pm Materials Components 1:30pm - 2:00pm Key Visuals 2:00pm - 2:30pm Social Media, Videos & Speaking 2:30pm - 3:30pm WordSmithing - 5 strategies to employ 3:30pm - 4:00pm Tools, Resources & Outsourcing INVESTMENT PITCH PREP 6
100 RESOURCES FOR CHARTER MEMBERS Charter Members can enjoy countless free resources through the Family Office Club. Below we have put together a list of just some of the benefits available to you. For a full list of amenities, please visit FamilyOffices.com/Association. Current Charter Members can access these benefits by logging in to the Charter Portal FamilyOffices.com/Login ACCESS TO ALL EVENTS CAPITAL RAISING CATALYST - 2019 Dallas Chicago New York San Francisco Toronto London INVESTOR INFLUENCE - 2019 Miami Chicago Dallas SINGLE FAMILY OFFICE SUMMIT - 2019 New York INVESTMENT PITCH PREP WORKSHOP - 2019 San Francisco New York Miami PRIVATE INVESTOR SUMMIT - 2019 Chicago London Dallas San Francisco New York CAPITAL CON - 2019 New York REAL ESTATE SUMMIT - 2019 Dallas FAMILY OFFICE FUNDAMENTALS - 2019 Singapore Miami SUPER SUMMIT - 2019 Miami EXCLUSIVE MEMBER ONLY BENEFITS The Family Office 100 database Firm listed in the family office club pages 50% discount on databases Family Office monthly subscription Discounted conference partnership opportunities Past family office club event recordings Marketing materials feedback from richard wilson Posting abilities on the 108,000 member Family Office Club on Linkedin HOURS OF AUDIO INTERVIEWS 30 THROUGH THE QFOP PROGRAM Mike Connor – Consolidated Investment Group Evan Cooperman – Artemis Wealth Advisors Avi Gelboim – Scher Capital Management Lukas Dorig – Marcuard Family Office Thomas Handler – Handler Thayer, LLP Matthew Andrade – Kinnear Financial Elizabeth Hammock – CM Capital Corporation Ruth Robinson – Boston Family Office Management David Thomas – Equitas Charles Grace – Ashbridge Investment Management Jared Hendler – Bajaj Family Office Jeff Colin – Baker Street Advisors Peter Schuppli – CottonField Family Office Paul Tramontano - Constellation Wealth Advisors Rogerio Bastos – FinPlan Family Office Greg Kushner – Lido Advisors, LLC Marc Furtherlane – Further Lane Family Office Bob Benson – Laird Norton Tyee John Gryzmala – Itec Family Office Brian Hughes – Threshold Group Andrew Hector – Candor Financial Management Eric Bennett – Tolleson Wealth Management
5 COMPLIMENTARY BOOK DOWNLOADS How to start a family office: blueprints for setting up your single family office The single family office: creating, operating & managing investments of a single family office Capital Raising book Speed of implementation Family office database user guide ACCESS TO THE LIBRARY OF PAST AND FUTURE LIVE WEBINARS How to build your deal flow pipeline Building a family office network: how to raise capital & partner with single & multi-family offices Creating a single family office: compass creation, talent sourcing, service providers & pitfalls Single family office industry & investment fundamentals: a 5,000 ft. Overview of the thriving sfo industry Family office investing priorities: a 90-minute overview of trends, objectives, & case studies Capital raising fundamentals: fundamentals, automation, & how to consistently attract investors Direct investing, co-investing & club deals: a discussion with Julia Corelli, partner at Pepper Hamilton Seeking capital from private equity: with guests Thomas D’Ovidio and Noah Rosenfarb, CPA Capital raising strategies for emerging managers with under 100M in AUM Billionaire wealth management & 1B single family offices Co-investing lessons from the trenches: finding, structuring, and syndicating Growth capital & pre-ipo financing Top 25 capital raising strategies to attract investors Family office real estate investing Family office marketing and public relations Raising capital & funding deals If you have any questions about Charter Member resources or need help navigating through the numerous benefits, please contact Jennifer Velasquez at Jennifer@FamilyOffices.com or by calling 305.420.5534. ACCESS TO LIBRARY OF PODCASTS INCLUDING 8 billion dollar deal sourcing strategy Investing in royalties Multifamily syndicate Forgetting your business lane Why only have 15 seconds to pitch Super angel investors Forget about making money, its more profitable Why you need a family office 5 types of hedge fund investors 100’s more podcasts ACCESS TO TRAINING PROGRAMS Financial analyst specialist certification (fasc) Certified investment banking associate (ciba) Certified financial modeling specialist (cfms) Certified private equity professional (cpep) Certified business broker (cbb) Qualified family office professional (qfop) Certified investment banking associate (ciba) Certified business management expert (cbme) Certified hedge fund professional (chp) many more training programs at a discounted price ACCESS TO HUNDREDS OF VIDEOS Hidden dangers of running a single family office Family office fleet management Why centimillionaires need single family offices Three phrases of setting up a new single family office Smart family office money Family office direct investments The difference between a holding company and a family office What is a family business? What impacts lower mid-market deals? Angel investing strategies Family office public relations The new single family office industry Securing royalties while acquiring equity stakes London family offices Attracting deal flow and talent as a single family office What is a single family office? Top single family offices How to get a family office job Family office business models
PitchDecks By Family Office Club Are Your Materials Hurting Your Capital Raise? WIT CALL H OU OR S And R PITC ET AN res@ H DE APPO Fam CK DI INTM ilyO RECT ENT ffice OR T s.co ODA Y m 01 INVESTOR POSITIONING 02 ELEVATOR PITCH We take your target investor focus, your position against competitors, and help craft a crystal clear one-liner on why investors should take your call or meeting. 04 PITCH DECK We follow our proven process to produce a 12 page pitch deck which helps de-risk the decision to invest with your story, your unique value-add process shown visually, tangible evidence of credibility, and an overview of your leadership team. 06 ONE-PAGER This condensed overview of your offering is critical and often missed, it helps give investors a 10,000 foot view of your offer. Before engaging: complete a survey and we schedule an on-boarding phone call to review your priorities, timeline, investor targets, investor objections, and key points of differentiation. 03 BRAND DEVELOPMENT Our team takes your target investor set and positioning into consideration to drive home what matters most with your logo and branding. 05 WEBSITE Using raw materials created while crafting your pitch deck we will create your SEO optimized website and social media channels. 07 INVESTOR CONNECTIONS We help you connect with more investors through our platform of 24 live events per year, quarterly review & analysis of your capital raising progress, capital raising certification program, capital raising book, and investor directories. YOUR INVESTOR RELATIONS MARKETING AGENCY Our team has produced over 200 assets with a laser focus on those who are raising capital. Get a more simple production of every investor relations marketing material piece you need, in less time, at a lower cost. While other graphic designers could piece together parts of the puzzle and do their best to follow your instructions, most have no experience raising capital or working with investors on daily basis. Our team is fully equipped to provide insights on how to de-risk your investment proposition, advise you on the right use of words to attract investors, and ensure you don't sound like everyone else in the investment marketplace. www.PitchDecks.com 328 Crandon Blvd. Suite 225, Key Biscayne, FL 33129 I 305.503.9077
Investment Banking, M&A 1million 100M Size Investments 5M - 10M Size Investments 10M - 25M Size Investments 25M - 100M Size Investments 500K - 5M . Investment Pitch Prep and CapitalCon. Together these workshops will provide you with dozens of practical investor relations tools, strategies, and models
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MUSIC 105 Prof. Dmitri Tymoczko Handout 2 (2010) Fundamentals C C B 1 1 1 D 2 2.5 A 3 8 4 E 7 5 G G F 1. Pitch and pitch class E 0 6 9 1 0 0.17 B. A pitch is a specific note, like middle C or the G a perfect fifth above it. A pitch class is a note type, like “C” or “G”—it’s what we end up with when we ignore what octave pitches are in. Pitches live on a line, while pitch classes .
synthesizer or the Moog Guitar. The Pitch CV is generated from the pitch of the theremin waveform. Nominal output is -2.5V to 4.5V. Zero Volts is output when the theremin produces a pitch one octave below middle C (approx. 131Hz). The Pitch CV output is factory-calibrated to produce a change of 1 Volt per octave change in the theremin’s pitch.
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